| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey McClean Solidarity Wealth LLC | 9,367 | $1.2M | $3.34M | $2.14M | 177.94% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 1,814 | $254,332.17 | $623,181.58 | $368,849.41 | 145.03% |
Bridget Fagerholt MAS Advisors LLC | 1,357 | $249,782.15 | $483,974.04 | $234,191.89 | 93.76% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,213 | $199,806.69 | $432,616.44 | $232,809.75 | 116.52% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 225 | $54,798.75 | $81,378 | $26,579.25 | 48.5% |
Andrew Miller OLIO Financial Planning | 1,027 | $208,035.68 | $366,279.54 | $158,243.86 | 76.07% |
Shaun Peterson Peterson Wealth Services | 1,645 | $445,705.82 | $586,689.23 | $140,983.41 | 31.63% |
Taylor Jobe MKT Advisors LLC | 3,323 | $468,404.49 | $1.19M | $716,743.43 | 153.02% |
Seth Scher Matrix Private Capital Group LLC | 3,303 | $947,498.58 | $1.13M | $187,214.07 | 19.76% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 706 | $171,946.3 | $251,794.89 | $79,848.59 | 46.44% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 613 | $90,892.53 | $218,626.44 | $127,733.91 | 140.53% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,975 | $965,563.16 | $1.37M | $400,008.38 | 41.43% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 1,243 | $200,769.65 | $443,315.94 | $242,546.29 | 120.81% |
Derek Swedberg PACK Private Wealth LLC | 3,978 | $734,223.39 | $1.36M | $627,724.47 | 85.5% |
William Liberti Wealth Effects LLC | 25,330 | $7.94M | $9.16M | $1.22M | 15.4% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 305 | $57,992.85 | $108,778.25 | $50,785.4 | 87.57% |
| RM Robert Macaulay Jmac Enterprises LLC | 1,060 | $258,163 | $378,048.99 | $119,885.99 | 46.44% |
Katherine Andersen Western Pacific Wealth Management LP | 12,798 | $1.88M | $4.52M | $2.64M | 140.67% |
Jordan Szekely Cherrydale Wealth Management LLC | 5,262 | $822,418.48 | $1.88M | $1.05M | 128.19% |
Sara S. Alexander Sonora Investment Management Group LLC | 206,009 | $18.85M | $73.47M | $54.62M | 289.81% |